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Homer Smith

Director of Finance & Taxation at Blue Ridge Capital

Homer Smith serves as the Director of Finance & Taxation at Blue Ridge Capital, a position he has held since January 2003. His role involves overseeing financial strategies and tax planning for the firm, which was known for its investment management services until its closure in December 2017.13

In addition to his work at Blue Ridge, Homer Smith has a substantial background in financial advisory roles. He is recognized for his expertise in wealth management and financial planning, having worked extensively with high-net-worth individuals and families. His approach focuses on simplifying complex financial strategies and ensuring transparency in the planning process.24

Smith's professional journey includes significant experience in coaching and developing financial advisors, which has contributed to his understanding of both individual client needs and broader financial strategies.2

Highlights

About Us - konvergent wealth partners
Aug 1 · dnb.com
BLUE RIDGE CAPITAL, L.L.C. Company Profile | Pearl River, NY
Blue Ridge Capital Holdings - Institutional Investor

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Homer Smith
Homer Smith, photo 1
Homer Smith, photo 2
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Location

Tarrytown, New York